AI Assistant

AI Assistant

The AI Assistant is your on-demand analyst that can research, analyze, draft, and execute tasks across your entire CRM. It has full access to your properties, contacts, deals, financials, and documents.

Opening the AI Assistant

Click the sparkle icon in the top-right corner of any page to open the AI Assistant panel.

AI Assistant panel with suggested prompts and chat input

The assistant opens as a slide-in panel on the right side of the screen. You can keep working in the main interface while the AI processes your request.

What It Can Do

The AI Assistant has full access to your CRM and can perform a wide range of tasks:

Property Research

  • Look up property details, ownership history, and tax records
  • Compare properties across your portfolio
  • Analyze a property's financial performance
  • Research comparable sales and rental rates in an area

Contact Management

  • Search for contacts by name, company, or investment criteria
  • Find investors interested in specific property types or markets
  • Draft personalized outreach emails based on a contact's deal profile
  • Identify contacts who own properties matching certain criteria

Document Creation

  • Draft offering memorandums for properties
  • Create property summaries and market reports
  • Write email templates for lead follow-up or deal updates
  • Generate financial analysis narratives

Financial Analysis

  • Import and analyze rent rolls from uploaded documents
  • Calculate NOI, cap rates, and cash-on-cash returns
  • Compare financing scenarios
  • Create pro-forma projections

Data Import

  • Create properties from uploaded rent rolls or spreadsheets
  • Parse and import contact information from documents
  • Extract financial data from PDFs and populate your CRM

How to Use It

Type your request in the chat input at the bottom of the panel in natural language. The AI will:

  1. Understand your intent
  2. Access the relevant CRM data
  3. Execute the task or provide the analysis
  4. Return results in the chat panel

Suggested Prompts

When you first open the assistant, you'll see suggested prompts to help you get started:

  • "Create a property from this rent roll" — upload a rent roll document and the AI will extract the data and create the property record
  • "Find investors interested in multifamily" — search your contacts for people with matching deal profiles
  • "Draft an offering memorandum" — generate a professional OM for a property in your portfolio

File Attachments

Click the paperclip icon to attach files to your message. The AI can read and analyze:

  • PDF documents (rent rolls, financials, contracts)
  • Spreadsheets (CSV, Excel)
  • Images (property photos, floor plans)

Context Awareness

The AI is context-aware — it knows which page you're on and what entity you're viewing. If you open the assistant while viewing a property, it automatically has that property's context and can answer questions about it without you needing to specify.

Conversation History

Click the clock icon in the assistant header to view your conversation history. Previous conversations are saved and can be resumed.

Tips

  • Be specific — "Draft an offering memo for 454 N Western Ave with a focus on the unit mix and rent growth" will produce better results than "write something about this property"
  • Iterate — if the first response isn't quite right, ask the AI to adjust: "Make it shorter", "Add a section about demographics", "Use a more formal tone"
  • Attach files — the AI can extract structured data from uploaded documents, saving hours of manual data entry
  • Stay in flow — the assistant panel stays open while you navigate, so you can reference AI output while working in other parts of the app
  • Combine with workflows — use AI Agent nodes in workflows for automated analysis that runs without your intervention

AI Credits

AI usage is measured in credits. Your plan includes a monthly credit allocation, and every AI action — chat messages, document analysis, canvas generation, workflow agents — uses credits from your organization's balance. Heavier actions (like analyzing a PDF) cost more than lighter ones (like a chat message).

You can see your organization's balance, per-action costs, and full usage history in Settings → Billing, and a usage breakdown by team member in Settings → Access & Usage (admins). When your balance runs low, a warning appears in the top bar.

If you run out of credits, AI features pause until the next billing period — or you can buy a credit pack from Settings → Billing to keep going immediately. Auto-reload can also be enabled there so a top-up happens automatically whenever your balance drops below a threshold you choose.